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Long Island Wealth Management’s Kimberly-Clark KMB Stock Holding History

Long Island Wealth Management’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed -$2K – 245
2023
Q4 		$2K Buy
+13
New +$1.57K ﹤0.01% 352

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Long Island Wealth Management's KMB Position: Q1 2024 in Review

Long Island Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 13 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in KMB in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Long Island Wealth Management reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 13 Kimberly-Clark shares in Q1 2024, an estimated $2K.
  • Long Island Wealth Management first reported a position in Kimberly-Clark in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Kimberly-Clark position peaked at $2K in Q4 2023.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.